Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Sell
834
-4,677
-85% -$342K 0.01% 1232
2025
Q1
$430K Buy
5,511
+5,508
+183,600% +$430K 0.04% 502
2024
Q4
$413 Sell
3
-3,598
-100% -$495K 0.04% 509
2024
Q3
$388K Buy
3,601
+156
+5% +$16.8K 0.03% 555
2024
Q2
$300K Buy
+3,445
New +$300K 0.03% 611